Jonathan Gleason is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has held various roles within J.P. Morgan and JPMorgan Chase Bank since 2016. He is also involved with Pourfolio App since 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary services through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Daniel Aiken is a financial advisor at Stifel with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2018, following 13 years at B C Ziegler and Company. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodology and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning.

Lisa Pugel is a financial advisor at Cetera with over 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including Avantax Investment Services and DB Tax & Financial Services. Outside of advising, she is involved in tax preparation and consulting through Hall Wehring CPAs. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing advisors access to both affiliated and third-party investment strategies.

Carter Amundson is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including North Star Resource Group and Securian Financial Services. Outside of his advisory role, he serves as an elected board member of Buena Tierra MKE Inc., a nonprofit focused on community engagement. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options across various program structures.

Christine Jasso is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 10 years of industry experience. She has worked at Robert W. Baird & Co. since 2017 and previously at Northwestern Mutual Investment Management from 2015 to 2017. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Dylan Krause is a financial advisor with LPL Enterprise holding a Series 66 designation and has less than one year of industry experience. His prior work includes roles at Northwestern Mutual and running an independent venture, Two Dog Enterprise. He has also been involved in education at several institutions including the University of Wisconsin La Crosse and Muskego High School. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Brian Nelson is a financial advisor at Edward Jones in Grafton, WI, holding a Series 66 credential. He has recent experience at Edward Jones since 2025 and previously worked at Faustel, Inc., Braas Company, and Curt G. Joa, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.

Michael Dearing is a Series 66 licensed financial advisor with seven years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Grove Point Investments, Grove Point Advisors, Elmbrook Associates, H. Beck, Inc., and Johnson Controls. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various investment strategies and operational tools.

Brian Jacobs is a financial advisor at Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation with eight years of industry experience. Prior to joining Baird in 2018, he worked at PricewaterhouseCoopers, LLP for two years. He serves as Chief Financial Officer on the board of the Raymond School Foundation, a nonprofit organization. The DDK Group at Robert W. Baird, where Jacobs works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a mix of manager-traded and model-traded strategies with ongoing investment monitoring.

Lesley Augustine is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and 16 years of industry experience. She has been with Robert W. Baird & Co. since 2011. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies and overlay services to meet diverse client goals and risk tolerances.

Abigayle Spitzer is a financial advisor at Robert Baird & Co. in Milwaukee, WI, holding the Series 66 designation and bringing two years of industry experience. Prior to joining Baird in 2023, she worked at Target and Piggly Wiggly Midwest. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, wrap programs, and custody and brokerage services, supported by ongoing manager selection and internal research tools including artificial intelligence.

James Johnson is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2011. Outside of his advisory role, Johnson owns Port Retro, a toy, hobby, and game business, and serves as treasurer for the Misty Ridge Community Association in Grafton, WI. Johnson is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options to meet diverse client goals.

Emmanuel Sona is a financial advisor with Edward Jones in Brookfield, WI, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Edward Jones in 2025, he worked at JPMorgan Securities LLC for six years and held roles at Massmutual Life Insurance Co and WFG. Outside of his advisory work, he owns and operates an investment club called NOWIJE GROUP focused on real estate investment, and he manages a property maintenance business, Four Sons Realty Group LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as its additional services such as trust and securities-based lending options.

Daniel Oconnor is a financial advisor with LPL Financial in Mequon, WI, holding Series 63 and Series 65 designations and having 31 years of industry experience. He has been with LPL Financial and its predecessor firm since 2005 and previously worked at RBC Capital Markets. He serves as a board member of the Mequon Theinsville Sunrise Rotary. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with a range of investment strategies and operational tools.

Conner Beres is a financial advisor with Raymond James Financial in Waukesha, WI. He holds Series 63 and Series 65 licenses and has been active in the industry since 2023. His prior experience includes roles at The Legend at Brandybrook and Equitable Advisors LLC, as well as employment outside the financial sector. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA advisory services.

Patrick Gaitens is a financial advisor with Wells Fargo Clearing based in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.

Sara Cliff is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked with various firms within the Cetera network and has maintained a longstanding association with John Coloso Investments. Outside of advisory roles, she is active as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified investment strategies through a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

William Koehler is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Charles Schwab since 2016 and previously was involved with KOMO Bikes LLC from 2013 to 2018. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and uses a multi-asset strategic asset allocation approach supported by due diligence from its Schwab Center for Financial Research.

Benjamin Eggert is a financial advisor with Robert W. Baird & Co. in Milwaukee, WI, holding a Series 66 designation and eight years of industry experience. He has been with Robert W. Baird & Co. since 2016. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by internal research and manager monitoring.

Gregory Schauer is a financial advisor with Ameriprise in Waukesha, WI, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at Ameriprise since 2018 and prior experience at Thrivent Financial and Thrivent Investment Management. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement who meet specific asset criteria. The firm provides customized written recommendations using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.